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Investment Portfolios

Tailored to your ambition.

From first allocation to multi-generational mandate, every portfolio is built with the same rigour, transparency, and patient discipline.

Portfolio

Starter Portfolio

Ideal for new investors seeking diversified exposure.

Minimum Investment
$10,000
Investment Horizon
3–5 years
Diversification
Balanced — 4 sectors
Support Level
Quarterly digital reporting
Key Benefits
  • Professional portfolio construction
  • Automated rebalancing
  • Educational resources access
Sectors

AI · Agriculture · Gold · Recovery

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Portfolio

Growth Portfolio

Designed for investors focused on accelerated wealth accumulation.

Minimum Investment
$50,000
Investment Horizon
5–7 years
Diversification
Growth-weighted — 5 sectors
Support Level
Quarterly review with advisor
Key Benefits
  • Higher growth allocation
  • Tactical opportunity sleeves
  • Dedicated relationship manager
Sectors

AI · Agriculture · Crypto · Gold · Recovery

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Portfolio

Premium Portfolio

Enhanced diversification with access to additional opportunities.

Minimum Investment
$250,000
Investment Horizon
7–10 years
Diversification
Full — 6 sectors
Support Level
Monthly advisor access
Key Benefits
  • Access to private deals
  • Tax-aware construction
  • Detailed performance attribution
Sectors

AI · Agriculture · Crypto · Gold · Winery · Recovery

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Most Requested
Portfolio

Elite Wealth Portfolio

Tailored investment solutions and priority portfolio management services.

Minimum Investment
$1,000,000
Investment Horizon
10+ years
Diversification
Bespoke — all sectors
Support Level
Dedicated wealth team
Key Benefits
  • Bespoke mandate
  • Estate & succession planning support
  • Co-investment opportunities
  • Concierge service
Sectors

All six sectors + custom

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Portfolio

Institutional Portfolio

Custom strategies for high-net-worth individuals, family offices, and institutions.

Minimum Investment
By Invitation
Investment Horizon
Multi-generational
Diversification
Institutional mandate
Support Level
Investment committee partnership
Key Benefits
  • Segregated mandate
  • Custom reporting & governance
  • Co-investment and direct access
  • Cross-border structuring
Sectors

Fully customised across all strategies

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